Get ready! Here's your custom properties worksheet.

Start creating properties to better support your marketing, sales and service processes—with the proper strategic and compliance considerations first of course!

Take me to my worksheet
Custom Properties Worksheet_2024 Mockup
Custom Properties Screenshot 1

Need some inspiration?

Custom properties are just that—custom! There are (almost) endless possibilities when it comes to the types of properties you can create.

Use these examples to get your creative juices flowing:

  • Multi-select checkbox of your product types or tiers
  • Dropdown select of the company's HQ Region
  • Checkbox for indicating a resolved ticket that can be closed
  • Radio select of budget range tiers
  • Number field to capture financial information or SSN